Robert Rice is a financial advisor with Integrated Wealth Concepts LLC, holding a Series 66 license and 13 years of industry experience. He has worked at Integrated Wealth Concepts and LPL Financial since 2016 and previously worked at Lincoln Financial Advisors Corporation from 2013 to 2016. He also operates his own CPA affiliate program under Robert G. Rice, PC. Integrated Wealth Concepts serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a network of independent financial advisors. The firm offers discretionary investment management, financial planning, and family office services, employing a primarily long-term investment approach with customized portfolios through internal management and third-party asset managers.

Felix Cincotta is a financial advisor with Integrated Wealth Concepts LLC, holding a Series 66 designation and bringing 24 years of industry experience. He has been with Integrated Wealth Concepts and affiliated with LPL Financial since 2016 and also operates a CPA practice. Cincotta is a commissioned notary and continues to engage in CPA-related consulting activities. Integrated Wealth Concepts serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a network of independent financial advisors. The firm offers discretionary investment management, financial planning, family office, and retirement plan advisory services, constructing customized portfolios primarily using mutual funds, ETFs, individual equities, and fixed income with a long-term investment approach.

Aaron Tsatskis is a financial advisor with Integrated Wealth Concepts LLC holding a Series 65 credential and beginning his industry career in 2024. He previously worked at LPL Financial and recently joined Integrated Wealth Concepts in 2026. Integrated Wealth Concepts LLC serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a network of independent advisors. The firm offers discretionary investment management, financial planning, family office and retirement plan advisory services, and sponsors wrap-fee programs, employing a combination of internally managed strategies and third-party oversight with a focus on customized portfolios and a primarily long-term investment approach.

James McCann is currently a Vice President and Financial Consultant at Fidelity Investments, a role he has held since 2022. In this capacity, he partners with clients to develop comprehensive wealth plans aimed at achieving their financial goals. He serves as an advocate for his clients and their families, assisting them through various phases of their financial lives including growth, preservation, and distribution of wealth. James has been with Fidelity Investments since 2009, progressing through roles including Financial Analyst, Financial Representative, Investment Consultant, and Financial Consultant before his current position. He holds a California Insurance License, supporting his ability to provide financial advice and services within the insurance domain.

Cassidy King is a financial advisor with Integrated Wealth Concepts LLC in Waltham, MA, holding a Series 66 designation and bringing 23 years of industry experience. He has been with Integrated Wealth Concepts and affiliated with LPL Financial since 2016. Integrated Wealth Concepts serves a diverse client base including individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a network of independent advisors. The firm offers discretionary investment management, financial planning, family office services, and retirement plan advisory, utilizing customized portfolios that combine mutual funds, ETFs, equities, and fixed income with a primarily long-term investment approach.

Michael Keblin is a financial advisor at Integrated Wealth Concepts LLC with a Series 65 credential. He has worked at Integrated Wealth Concepts since 2026 and previously spent 20 years with the City of Newton. Integrated Wealth Concepts serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a network of independent advisors. The firm offers discretionary investment management, financial planning, family office services, and retirement plan advisory, utilizing customized portfolios that include mutual funds, ETFs, equities, and fixed income with a primarily long-term investment approach.

Taylor Orlando is a financial advisor with Integrated Wealth Concepts LLC in Waltham, MA, holding Series 63 and Series 66 credentials and nine years of industry experience. His work history includes roles at LPL Financial, Charles Schwab Bank and Co., The Vanguard Group, and O'Neill and Associates. Integrated Wealth Concepts LLC serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a network of independent financial advisors. The firm offers discretionary investment management, financial planning, and family office services, employing customized portfolios primarily consisting of mutual funds, ETFs, individual equities, and fixed income with a long-term investment approach.

Andrew Simpter is a financial advisor at Integrated Wealth Concepts LLC with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including LPL Financial, Cetera Advisors, and Investors Capital Corp. He also conducts business through Universal Insurance Services, focusing on non-variable insurance products. Integrated Wealth Concepts LLC serves individuals, families, trusts, estates, businesses, and retirement plans through a network of independent advisors. The firm offers discretionary investment management, financial planning, family office, and retirement plan advisory services, using a combination of internal management and third-party asset managers with a long-term investment approach.

Susan Ahern Wiercinski is a CFP® with 42 years of experience in the financial industry. She is affiliated with Integrated Wealth Concepts LLC and has worked there since 2016. Her prior experience includes a role at Osaic FA, Inc. from 2015 to 2016. Integrated Wealth Concepts LLC serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a network of independent financial advisors. The firm offers discretionary investment management, financial planning, family office, and retirement plan advisory services, employing a primarily long-term, customizable investment approach using mutual funds, ETFs, equities, and fixed income.

William Whitney III is a financial advisor at Integrated Wealth Concepts LLC with three years of industry experience. He holds the Series 66 designation and has previously worked at LPL Financial, Bank of America, and Merrill. Integrated Wealth Concepts LLC serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a network of independent advisors. The firm offers discretionary investment management, financial planning, and retirement plan advisory services, employing a long-term investment approach with customized portfolios using mutual funds, ETFs, equities, and fixed income.

Cody Twombley is a financial advisor at Integrated Wealth Concepts LLC in Waltham, MA, holding a Series 66 designation and with five years of industry experience. His work history includes roles at Integrated Wealth Concepts and LPL Financial LLC, as well as positions at Babson College and the University System of New Hampshire. Integrated Wealth Concepts serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a network of independent financial advisors. The firm offers discretionary investment management, financial planning, family office and retirement plan advisory services, utilizing customized portfolios and a primarily long-term investment approach.

Ronald Smith is a financial advisor with Integrated Wealth Concepts LLC, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. His prior work includes roles at Osaic FA, Inc. and 1717 Capital Management Company. He is based in Waltham, MA. Integrated Wealth Concepts LLC serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a network of independent advisors. The firm offers discretionary investment management, financial planning, and family office services, employing a long-term investment approach with customized portfolios using mutual funds, ETFs, equities, and fixed income.

Bradley Stewart is a financial advisor with Integrated Wealth Concepts LLC in Waltham, MA. He holds a Series 66 designation and has 12 years of industry experience. He has been with Integrated Wealth Concepts and affiliated with LPL Financial since 2016. Integrated Wealth Concepts serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a network of independent advisors. The firm offers discretionary investment management, financial planning, and family office services, implementing customized portfolios with a long-term approach while also accommodating short-term trading needs.

Fernando Perez is a financial advisor with Integrated Wealth Concepts LLC in Waltham, MA, holding Series 63 and Series 66 credentials and bringing 33 years of industry experience. He has been with Integrated Wealth Concepts and affiliated LPL Financial since 2016. Integrated Wealth Concepts serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a network of independent advisors. The firm offers discretionary investment management, financial planning, family office and retirement plan advisory services, and employs customized portfolios emphasizing a long-term investment approach with selective shorter-term trades.

Chad Di Lisio is a financial advisor with Integrated Wealth Concepts LLC and holds a Series 66 designation. He has six years of industry experience, including roles at LPL Financial and Merrill. Outside of advisory work, he provides administrative support to Integrated Wealth Concepts, an independent investment advisor firm. Integrated Wealth Concepts serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a network of independent financial advisors under various firm d/b/a names. The firm offers discretionary investment management, financial planning, consulting, and family office services, utilizing customized portfolios with a long-term investment approach and oversight of third-party asset managers.

Howard Gerrin is a financial advisor with Integrated Wealth Concepts LLC in Waltham, MA, holding the ChFC® designation and Series 63 license. He has 46 years of industry experience and has been with Integrated Wealth Concepts and affiliated LPL Financial since 2016. Integrated Wealth Concepts serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a network of independent advisors. The firm offers discretionary investment management, financial planning, consulting, and family office services, employing a primarily long-term approach with portfolios customized using mutual funds, ETFs, equities, and fixed income.

Lianne Castelli is a financial advisor with Integrated Wealth Concepts LLC in Waltham, MA. She holds a Series 66 designation and has eight years of industry experience. In addition to her advisory work, she also provides pet and house sitting services. Integrated Wealth Concepts serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a network of independent financial advisors. The firm offers discretionary investment management, financial planning, and consulting services, using a combination of internal management and third-party asset managers with a focus on customized portfolios and a typically long-term investment approach.

Albert Li is a financial advisor with Integrated Wealth Concepts LLC, holding the ChFC® designation and Series 63 and 65 licenses, with 41 years of industry experience. He has worked at Integrated Wealth Concepts since 2016 and previously held roles at LPL Financial and Osaic FA, Inc. Li is involved in providing non-variable insurance products, including life, health, disability, fixed annuities, and long-term care insurance. Integrated Wealth Concepts serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a network of independent advisors. The firm offers discretionary investment management, financial planning, and family office services, employing customized portfolios and a long-term investment approach supported by both internal management and third-party asset managers.

Danya Abrams is a financial advisor with Integrated Wealth Concepts LLC in Waltham, MA, holding eight years of industry experience. She previously worked at Horace Mann Investors, Inc. and Horace Mann Companies from 2014 to 2017 and operates Abrams Insurance and Financial Services LLC. In addition to her advisory work, Abrams serves as a color commentator for Boston College men's basketball radio broadcasts. Integrated Wealth Concepts LLC serves individuals, families, trusts, estates, businesses, and retirement plans through a network of independent advisors. The firm offers discretionary investment management, financial planning, and consulting, constructing customized portfolios primarily with mutual funds, ETFs, equities, and fixed income, and employs both long-term strategies and shorter-term trades for portfolio management.

Eric Carey is a Series 65-licensed financial advisor with Integrated Wealth Concepts LLC, based in Waltham, MA, and has two years of industry experience. His career history includes roles at LPL Financial, Summit Partners, PwC, and Restivo Monacelli LLP. Integrated Wealth Concepts serves individuals, families, trusts, estates, businesses, and retirement plans through a network of independent advisors, offering discretionary investment management, financial planning, and family office services. The firm employs customized portfolios using mutual funds, ETFs, equities, and fixed income, combining an enterprise operating scale with a menu of model and wrap options directly sponsored by the firm.